9258 Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,050
| Closed | -$204K | – | 324 |
|
|
2023
Q2 | $204K | Buy |
1,050
+13
| +1% | +$2.52K | 0.04% | 304 |
|
|
2023
Q1 | $212K | Buy |
+1,037
| New | +$212K | 0.04% | 299 |
|
|
2022
Q4 | – | Sell |
-1,681
| Closed | -$361K | – | 326 |
|
|
2022
Q3 | $361K | Sell |
1,681
-203
| -11% | -$43.6K | 0.09% | 210 |
|
|
2022
Q2 | $481K | Buy |
1,884
+127
| +7% | +$32.4K | 0.12% | 178 |
|
|
2022
Q1 | $441K | Sell |
1,757
-160
| -8% | -$40.2K | 0.1% | 212 |
|
|
2021
Q4 | $561K | Buy |
1,917
+134
| +8% | +$39.2K | 0.13% | 173 |
|
|
2021
Q3 | $473K | Buy |
1,783
+119
| +7% | +$31.6K | 0.13% | 182 |
|
|
2021
Q2 | $450K | Buy |
1,664
+322
| +24% | +$87.1K | 0.12% | 189 |
|
|
2021
Q1 | $321K | Buy |
1,342
+400
| +42% | +$95.7K | 0.1% | 229 |
|
|
2020
Q4 | $211K | Buy |
+942
| New | +$211K | 0.07% | 281 |
|
|
2020
Q3 | – | Sell |
-777
| Closed | -$201K | – | 299 |
|
|
2020
Q2 | $201K | Buy |
+777
| New | +$201K | 0.08% | 256 |
|